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William H Sisco, CFP, ChFC

First Vice President
Wealth Management Advisor
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Merrill Lynch
Wealth Management

Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.

Profile

Bill's approach to wealth management is consultative, objective and committed to excellence.  First, he takes the time to listen and to review client financial situations, preferences and goals. Once those goals and preferences are clearly defined, Bill and his team develop financial strategies designed to assist a client in accomplishing their wealth management goals while keeping a keen eye on mitigating risk in line with the client's preferences.  Most importantly, Bill and his team methodically review those financial recommendations with the client, keeping them engaged and informed on their progress in order to help give the client the best chance of achieving their goals.

Bill is active in the Little Egg Harbor School District serving on the Citizens Advisory Council, coaching children's soccer and is an Adult leader for The South Jersey Council of the Boy Scouts of America.  He and his wife, Jennifer, live in Little Egg Harbor, NJ with their two children

  • EDUCATION

    Rutgers University

Professional Staff

Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Our Philosopy

The World is a complex place.  Our financial lives are complex. We recognize the varying degrees of complexity that exist in our clients’ lives today. Our team’s mission is to leverage our collective knowledge, insight and skill sets to simplify these complexities and to better anticipate the financial challenges that may arise as our clients work towards their life goals.
Our team follows a disciplined and repeatable process consisting of four (4) critical elements: Identification, Implementation, Communication and Continuance.   We begin this process by asking the two most fundamental and profound questions that keep most everyone up at night: “Will I make it?” and “Do I have any financial blind spots?”  The answers we uncover assist us in creating:

A comprehensive assessment of your family’s goals and priorities
And
A customized Wealth Management strategy designed to fulfill those goals and priorities

Our Goals Based Wealth Management Approach places our clients’ goals and aspirations as the focal point of the wealth management process. We then begin the process of allocating assets to attain those goals. Depending on the client’s objectives and the asset level, we offer both customizable portfolio solutions and our proprietary personalized portfolio solutions. In addition, we routinely leverage the investment resources of Merrill and banking capabilities of Bank of America to provide strategies to risk, liability and legacy planning issues.

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

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    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

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      Articles

      DISPLAYING:

      Market Briefs

      Women’s Superpower: Investing

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      6 Surprising Benefits of Having a Financial Plan

      Social Security: Aiming for Smarter Payments

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      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.